Sales & CRM Process Optimization

CRM Dashboards You Trusted Predictability.

Simplify your sales process and tune your CRM tools so your data is reliable, you trust your reports, and have confidence in every forecast.

Simplified Process

Reliable Data

Trusted Forecasts

Protect your credibility before the next forecast call

CRMs with inconsistent stages, loose close dates, and noisy, inefficient dashboards can effect hiring, budgets, strategy, and profits because the picture is blurred.  And, every shaky number hurts your authority and missed targets invite hard questions tarnishing your reputation with leadership. We help you lock the process, clean the data, and rebuild reporting so your forecasts match reality and your leadership feels confident in you and your department. Ready to lead with numbers you trust?

Get A CRM That Reflects Reality, Not Wishful Thinking

Standardize Your
Processes.

Align your pipeline and required inputs so your sales reps capture what matters and reports stop drifting.

Reports
Leaders Trust.

Rebuild your dashboards so what  you present to leadership matches what the teams in the field are doing.

Tools that
talk.

Connect Salesforce, HubSpot, and other key apps to optimize the ROI of your tech stack.

Reliable numbers, trusted forecasts, and steady progess you can be confident in.

FREE DOWNLOAD

CRM Reality Checklist

12 essentials every revenue officer, sales manager, or marketing manager must review.

Confident blonde businesswoman in office, face divided by overlapping pill shapes.

3 easy steps to a CRM you can trust

Success Call

Share what’s broken and what “good” looks like.

Plan & Build

Get a simple plan to fix processes, data, and connections.

Launch & Win

Go live, trust your dashboards, and hit your numbers.

You’ll move from CRM chaos to predictable performance with one clear source of truth.

Systems We Have Mastered

Leaders like you turning chaos into clarity

Wins, endorsements, and feedback from teams that now trust what their dashboards say.

HubSpot CRM migration

LighthillCRM led our migration from Insightly to HubSpot quickly and cleanly, then optimized HubSpot for our sales team…

Ben Carmel
CRO at Slope

Strategic technical partnership

“I genuinely trust and rely on LIghthillCRM as a thought partner. They bring both creativity and technical know-how to every problem, and are always available when things get complex or time-sensitive…”

Senior Director, Marketing
Non-Profit

Salesforce custom development

LighthillCRM has been a phenomenal resource for the highly technical work across our Experience Cloud Sites – handling the Salesforce configurations and all custom development work.

Aru Pillai
VP/ IT at IIABA Inc.

Move from Chaos to Predictability

We’ve seen it time and time again: a sales or marketing manager inherits a messy CRM and gets held responsible for tech they didn’t implement. Your job is leading sales and managing a tech stack.

At LighthillCRM, we’ve worked with sales and marketing managers who have found themselves in the same situation as you, so we know the pressure you’re facing. We’ve found that by providing proven guidance and a clear plan, we can help you get back to hitting your numbers time and time again.

Smiling gray-haired man in a suit, arms crossed, city backdrop, cropped in overlapping pills.

Trust your dashboard.
Lead with confidence.

Pick a time that works for you, and get the plan you need to make your CRM tell the real story.

Smiling gray-haired man in a suit, arms crossed, city backdrop, cropped in overlapping pills.

Trust your dashboard.
Lead with confidence.

Pick a time that works for you, and get the plan you need to make your CRM tell the real story.

Frequently Asked
CRM Optimization Questions

Yes. An upfront audit is required before any work begins. We take your business input and review the technical setup to see what exists, what’s missing, and what’s causing issues. That foundation lets us recommend the right fixes and plan work that actually solves the problem.

Yes. We estimate effort from a large history of logged projects. Every hour of past work is tracked in Salesforce, and we use that dataset, plus AI, to benchmark effort for organizations like yours based on size, record counts, and scope.

Most projects run 15–20 hours per month over three to five months, about $2,000 to $3,000 per month. Costs often start lower in month one, peak as changes roll out, then taper into maintenance. Many clients continue with maintenance to keep systems healthy.

You receive clear monthly documentation of everything completed. Hours are recorded in quarter-hour increments with task descriptions, so you see what was done, why it mattered, and how it ties to the estimate and invoice.

Yes. Many clients keep us on for five to ten hours monthly to prevent backsliding and handle small improvements. That preserves data quality, keeps dashboards trustworthy, and adapts processes as your team and tools evolve.

Yes. We handle full migrations, including discovery, mapping, cleanup, alignment, testing, and cutover. We can pair a migration with process optimization to ensure you land on reports you trust from day one.

Complete the form and we’ll get you scheduled for a CRM Success Call.

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